As our clients know, our strategy has always been—if I had to boil it down to a few sentences—that while keeping the broad asset allocation static to control risk, we tactically adjust the portfolio as opportunities arise within the broad asset classes. We find these...

On August 1, 2018, Jon Houk and JPH Advisory Group joined Gratus Capital, LLC, an Atlanta based registered investment advisory firm, bringing together two terrific boutique teams that care deeply for clients and share a common approach to integrated, thoughtful...

Key Takeaways US stocks rose to the top of asset class performance charts with solid returns in the second quarter. Larger-cap US stocks gained 3.4%, but were outdone by smaller-cap stocks, which jumped 7.9%. The smaller-cap out-performance was driven by the market...

First Quarter 2018 Key Takeaways Volatility returned to the financial markets in the first quarter, for the first time in a while. Stocks surged out of the gates in January, then corrected sharply, before rebounding into mid-March, clawing back much of their losses....

The currency isn’t going to work. You can’t have a business where people can invent a currency out of thin air and think that people who are buying it are really smart. –Jamie Dimon, CEO of JP Morgan, on BitCoin The BitCoin investing craze has created much...